Category Archives: Cocktail Investing Podcast

COCKTAIL INVESTING: Panera Challenges McD’s, Apple Watch flubs, and the SEC gets hacked

COCKTAIL INVESTING: Panera Challenges McD’s, Apple Watch flubs, and the SEC gets hacked

What’s the story behind Panera Bread CEO Ron Shaich challenging McDonald’s, Wendy’s and other fast food companies? The answer ties into our Food with Integrity investing theme and if you’ve seen the documentary Super Size Me you can guess where this is going. You can practically see Lenore roll her eyes at the response from McDonald’s.

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The Early Innings of Cryptocurrencies: A Special Excerpt from Cocktail Investing

The Early Innings of Cryptocurrencies: A Special Excerpt from Cocktail Investing

In this special excerpt from Episode 33 of the Cocktail Investing Podcast, Lenore Hawkins discusses that while JPMorgan Chase CEO Jamie Dimon is likening Bitcoin to the Dutch tulip bulbs bubble in the 1600’s, the reality is we are just in the early innings of cryptocurrencies.

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COCKTAIL INVESTING: Apple’s Lame Event, Euro Junk Bonds, Cryptocurrencies, NFL Comes to Amazon

COCKTAIL INVESTING: Apple’s Lame Event, Euro Junk Bonds, Cryptocurrencies, NFL Comes to Amazon

We knew Apple’s special event this week was headed downhill fast when the first thing mentioned about the new iPhone was the pretty colors it would come in. This week in Cocktail Investing we share our takeaways and insights for that event, as well as for the latest economic data and thematic signals that are the backbone of our thematic investing lens.

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Cocktail Investing: Dog Days of Summer Come to an End

Cocktail Investing: Dog Days of Summer Come to an End

September is typically one of if not the most tumultuous months for stocks, and between North Korea, Hurricanes Harvey and Irma and the on-going political maneuvering in Washington, the month is certainly starting off rocking and rolling. As you can imagine, CNNMoney’s Fear & Greed Index understandably sits firmly in “fear” territory. As we turn our thematic gaze forward, however, there is much more to be concerned about, as well as a number of confirming data points for Tematica’s 17 investment themes, all of which Chris and Lenore break down this week.

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EPISODE 31: Hurricane Harvey, the Economic and Market Impact of this Historic Storm

EPISODE 31: Hurricane Harvey, the Economic and Market Impact of this Historic Storm

The magnitude of this incredible storm is such that in this week’s program, Tematica’s investing mixologists, Chris Versace and Lenore Hawkins discuss the impact of Hurricane Harvey, how it relates to some of our investing Themes, as well as the week’s economic data, and relevant political happenings.

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Cocktail Investing Ep 29: Sharing Our Recent Thematic Summit Conversation

Cocktail Investing Ep 29: Sharing Our Recent Thematic Summit Conversation

Tune in for this special episode of Cocktail Investing, featuring a recording from our last Thematic Summit that we held for our institutional subscribers at the end of June. It was a deeper than usual look at the economy and markets, and we also discussed a number of things as they relate to the Tematica Select List. The Select List is our recommended list of thematically well-positioned companies for our subscribers.

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Cocktail Investing Ep 28: Fireworks out of D.C. but VIX hits record lows as earnings season kicks off

Cocktail Investing Ep 28: Fireworks out of D.C. but VIX hits record lows as earnings season kicks off

In this week’s program, Republicans’ repeal and replace of ACA plan falls flat, more data points to slowing economy as market melts higher, why Netflix’s belief that “negative free cash flow will be an indicator of enormous success” is worrisome, despite the focus by Apple and others on mobile payments and our Cashless Consumption thematic investment theme, Alibaba and Tencent are killing it in China, and why Facebook’s latest moves set it apart from other the social media platforms.

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